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How do I complete a collection?

Walk through the Upload Portal to share emails, bank records, files, AI chat history, social media, and phone data.

Complete a data collection using the Hearsay Upload Portal. Enter your extraction code, review what data has been requested, and complete each item step by step.

Open the Upload Portal

There are two ways to access the Upload Portal.

As a custodian

As a custodian

Click the link in the invitation email you received, or go directly to upload.usehearsay.com and enter the extraction code provided by your legal team.

As an account holder

As an account holder

Open the case in your Hearsay account, go to the Collection Requests tab, and click the Portal button next to the custodian's request.

Start your collection

First-visit modal explaining the three main concepts

The first time you open the portal, a walkthrough modal explains how the process work. Click Get started to begin.

Upload Portal landing page with numbered checklist

You'll see a numbered checklist of every data source requested for the extraction code. Social Media and Cell Phone collections require a computer to complete.

The header shows your current source with a counter and a dropdown you can use to jump to any step. Use Skip source to move past a step you want to come back to later. Once you complete or add data to a source, the header button changes to Next source. Click Start to begin with the first source.

Emails

Email provider selection screen

Select your email provider (Gmail, Outlook, Yahoo Mail, iCloud Mail, or Other Email) and sign in to connect your account. You can then search for specific emails or import in bulk.

For detailed instructions, see How do I complete an email collection?

Bank Records

Bank records screen with Connect Bank Account button

Click Connect Bank Account to securely link your bank through Plaid. Plaid typically provides up to two years of transaction history and statements. If you need older records, download PDF statements from your bank and upload them in the Files step.

For detailed instructions, see How do I collect financial records?

Files

File upload checklist with requested documents

Upload any documents your legal team requested. If your team listed specific files, you see a checklist where you can attach files to each item. You can also drop files that are not on the checklist.

For detailed instructions, see How do I upload files?

AI Chat History

AI Chat History screen with provider selection

Select your AI platform (Claude, ChatGPT, or Gemini), export your chat history from that provider, and upload the .zip file.

Social Media Data

Social media platform selection screen

Select a platform (Facebook, Instagram, Threads, or LinkedIn), request a data export from that platform, then download and upload the file using the Hearsay Extractor desktop app. The upload step requires a Mac or Windows computer.

For detailed instructions, see How do I collect social media data?

Cell Phones

Cell Phone Collection landing card

Cell phone collection requires a Mac or Windows computer and takes about an hour. The portal walks you through choosing your device, checking storage, and downloading the Hearsay Extractor.

Click Start Cell Phone Collection on the Cell Phone Data card. Follow the instructions to complete the phone collection. For detailed step-by-step guidance, see How to run an iPhone backup or How to run an Android backup.

Confirm collection completed

Confirm collection completed

When all data sources are complete, the portal confirms your collection is finished. You can return to any step at any time by clicking the step dropdown in the header.

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